§ 0For engineering firms
Keep RFQs, field notes, and submittals in sync, without a person doing it by hand.
Project information lives in inboxes, field notebooks, PDFs, and three project systems that never agree. A supervised AI Team can keep them aligned and prepare the documents, while your engineers stay accountable for the technical calls.
Disciplines we serve
- Civil
- Structural
- Environmental
- Geotechnical
- Mechanical
- Electrical
- MEP
- Transportation
- Water resources
§ 1The hidden pain
Today, a person is the glue between every system.
The real work of your firm scatters across inboxes, files, and systems that never agree. Someone holds it together by hand, copying, chasing, and retyping, instead of doing the work you bill for.
- RFQ intake
- Field notes
- Submittals & RFIs
- Document packets
- Project status
- Client correspondence
§ 2The managed role
One supervised role, designed for your workflow.
Project managers get aligned systems and ready-to-review packets, instead of chasing scattered information.
Fig. 2 — The Agent Card · Project CoordinatorReports to: Project manager
ToolsEmail · Project system · Document store
OutputsLogged RFQ with owner · Draft submittal packet · Synced project status
Permissions
- Read project inbox Allow
- Draft submittal packet Draft
- Update project record Gate · human
- Issue stamped deliverable Never
Edit rate8%
Review cadenceWeekly review
§ 3Where AI belongs
Safety draws the line.
- Logging incoming RFQs and routing them to the right lead
- Turning field notes and photos into structured project updates
- Assembling submittal and RFI packets from templates
- Drafting status updates and keeping project systems in sync
§ 3.1Where it does not
These stay human. The AI Team never crosses them, no matter how routine the request looks.
- Stamping or approving engineering work
- Making design or compliance decisions
- Sending deliverables to a client without a PM signing off
§ 4The outcome
Your people review complete work, instead of assembling it.
Project managers get aligned systems and ready-to-review packets, instead of chasing scattered information.
Before
A person stitches together rfq intake, field notes, submittals & rfis, and chases the rest by hand.
After
The Project Coordinator prepares it under permission and review. Your project manager approves, and the record is logged.
§ 5Other firms we work with
We start with your real work.
- 05.1 Law firms Intake, conflict checks, drafts, and deadlines, prepared for your attorneys to approve. See the workflow →
- 05.2 Architecture firms Proposals, consultant coordination, and permit packets, assembled so principals can design. See the workflow →
- 05.3 Accounting & CPA firms Document chasing, onboarding, and deadline tracking, handled before anyone reviews. See the workflow →
- 05.4 Investment & wealth advisors Meeting prep, follow-ups, and client comms, drafted and gated for compliance. See the workflow →
- 05.5 Consulting firms Proposals, research synthesis, and first-draft decks, so you focus on the thinking. See the workflow →
§ 6The first step
Start with one workflow
in your firm.
A three-week pilot sprint proves where an AI Team fits, safely, before you scale it.